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AMD confirms Zen 7 Epyc "Florence" for 2028 and previews Zen 8 Epyc "Ravenna" for 2030

AMD also unveiled the CDNA 5-based Instinct MI455X AI accelerator
The big picture: AMD had a busy week, announcing the Ryzen 7 7700X3D CPU for gaming PCs and the Epyc Venice lineup for agentic AI workloads in data centers and high-end workstations. The company also launched the Helios rack-scale AI system at its Advancing AI 2026 event in San Francisco and previewed its next-generation Zen 7 and Zen 8 CPU architectures.
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Nvidia is challenging 20 years of datacenter CPU design with its new Vera chip

Nvidia joins the battle of making the CPU interesting again
The big picture: Nvidia lifted the embargo on its Vera CPU deep dive this week, and the disclosure amounts to a direct challenge to two decades of x86 datacenter design philosophy. This is the most detail the company has shared on the chip since it first appeared on the Rubin roadmap, and it confirms something I have suspected for a while: Nvidia is not treating the CPU as an attach story anymore. It is treating it as a battleground with a lot of potential dollars at play.
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Nvidia's Jensen Huang joins X, defends Chinese AI: "Open-source models that are excellent should be used"

Big quote: Jensen Huang just spent a week watching his company's valuation get hit by the threat of a Chinese open-weight model. His response was to go on the record defending it. Speaking to Axios in Fort Worth, Texas, at the opening of a new phase of the Wistron plant that builds Nvidia's AI infrastructure, the Nvidia CEO said American companies should "absolutely" be free to run Chinese models. "These Chinese models are excellent," he said. "Open-source models that are excellent should be used." Asked whether China could displace American labs, he was blunt: "Zero possibility."
geekbench

Geekbench 7 debuts with a smarter multi-core benchmark and CUDA support

Geekbench 7 overhauls the benchmarking suite with a redesigned multi-core benchmark built around real-world application behavior, refreshed CPU and GPU workloads (AV1 encoding, ML upscaling, path tracing, etc), CUDA support for Nvidia GPUs, and larger datasets for more demanding performance testing. The new release also establishes AMD's Ryzen 7 7700 as its scoring baseline.
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OpenAI says its AI models went rogue and hacked another company

The OpenAI – Hugging Face hacking incident is either a wake-up call or a very convenient story
Connecting the dots: The AI boom has intensified old fears about the dangers of increasingly autonomous software, but those debates have mostly stayed theoretical, confined to research papers and thought experiments rather than real incidents. A newly disclosed episode involving an OpenAI test model may have added some real-world weight to those fears, even if the full scope of the damage is still being sorted out.
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Amazon, Meta, Microsoft, and other US tech giants are hiding $1.65 trillion in AI debt

Ripple effect: Amid growing talk of an AI bubble, a study by Japanese market analysts has found that five of the largest American technology companies are carrying a collective "hidden" debt of over $1.65 trillion, driven largely by massive spending on AI infrastructure. That undisclosed sum exceeds the $1.35 trillion the same companies have officially reported on their balance sheets, and it has grown eightfold over the past four years.
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